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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Equinox Gold (EQX-CA), the Fund's top holding entering the year, gave back a portion of its 2025 gains as gold retreated from its January record high above $5,500/oz to close near $4,000/oz at period-end. In May, Equinox...
— Scott Barbee
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Other investors who've written on Equinox Gold
More institutional theses from Aegis Value Fund
The Fund's second largest holding at the start of 2026, Canadian oil sands producer Cenovus Energy (CVE-TO), was the strongest contributor to Fund performance in the first half, a
Our largest purchase in the first half of 2026 was Radian Group (RDN).
The bank was the fund's top performer, climbing 88 percent as it was highly liquid and positioned to benefit from Eurozone rate increases. It held variable-rate...